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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is facing significant selling pressure despite beating earnings expectations, as investors express deep skepticism over the company's aggressive and escalating AI-related capital expenditure guidance. The community remains sharply divided, with bulls viewing the dip as a high-conviction buying opportunity for long-term growth, while bears emphasize concerns over valuation, legal overhangs, and the lack of immediate ROI on massive infrastructure spending.

Rolls-Royce Holdings Plc designs, develops, manufactures, and services integrated power systems for use in the air, on land, and at sea. The company operates its business through following segments: Civil Aerospace, Power Systems, Defense and New Markets. The Civil Aerospace segment offers commercial aero engines and aftermarket services. The Power Systems segment includes engines, power systems and nuclear systems for civil power generation. The Defense segment consists of military aero engines, naval engines, submarines and aftermarket services. The New Markets segment includes development, manufacture and sales of small modular reactors (SMRs) and new electrical power solutions. The company was founded in March 1906 and is headquartered in London, the United Kingdom.

Rolls-Royce Holdings Plc - ADR

Rolls-Royce Holding PLC (ADR)

Rolls-Royce is attracting significant attention as investors monitor its robust defense and power systems order backlog, even as geopolitical tensions in the Middle East create short-term market volatility. The community remains focused on the company's long-term transformation, particularly the expansion of its Small Modular Reactor (SMR) program and high-margin defense contracts, viewing recent price fluctuations as a potential entry point for long-term holders.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is facing significant volatility following a strong earnings report where revenue and cloud growth exceeded expectations, yet shares are struggling as investors weigh AI-driven capital expenditure concerns against robust demand. The community is actively debating whether to view this post-earnings dip as a tactical buying opportunity or a signal of broader weakness in high-spending tech giants.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi is facing heavy selling pressure following a strong earnings report as investors react negatively to management's decision to maintain conservative full-year guidance. The community is actively debating whether this decline represents a major buying opportunity for long-term growth or a sign that the stock is being fundamentally rerated as institutional confidence wavers.

Akanda Corp. is a cannabis cultivation, manufacturing, and distribution company, which engages in the provision of premium quality and ethically sourced medical cannabis products to patients. The company cultivates and processes natural cannabis at facilities in the Kingdom of Lesotho, Africa and intend to supply medicinal-grade cannabis biomass, cannabis flower, and cannabis concentrates to wholesalers. It also imports and sells medical cannabis-based products. The company was founded on July 16, 2021 and is headquartered in New Romney, the United Kingdom.

Akanda Corp

Akanda Corp is experiencing extreme volatility driven by a massive short squeeze as traders target its low float and high cost-to-borrow rates, mirroring patterns seen in other recent parabolic runners. The community is heavily divided, with bullish participants anticipating triple-digit price action while skeptics warn of potential dilution and a repeat of past boom-and-bust cycles.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

Luckin Coffee is gaining momentum as investors react to the company's first-ever share buyback program and strong earnings performance, fueling optimism regarding a potential future relisting. The community is actively debating the strategic implications of these capital returns and the stock's role as a high-growth consumer play.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomm shares are surging due to reports of a collaborative effort with OpenAI to develop custom chips for a new generation of AI-focused smartphones. While the community is debating whether this signals a long-term growth catalyst or a temporary 'pump and dump,' investors are closely watching upcoming earnings for confirmation of the company's broader expansion into data center compute.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technology Group is currently trending as the community reacts to a massive expansion of its AI infrastructure partnership with Yotta Data Services, which carries an aggregate project value of approximately $2.8 billion. Investors are actively debating the company's potential for a significant short squeeze given the elevated short interest and low float, while balancing enthusiasm over large-scale GPU deployments against ongoing skepticism regarding management transparency and the ability to convert these major project headlines into consistent free cash flow.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is gaining market attention as GLP-1 medications show potential in mitigating Alzheimer's protein buildup, while investors focus on upcoming Phase 3 trial milestones and maintenance dosing data as critical catalysts. Community discussion centers on the company's competitive positioning in the weight-loss sector, with active debates surrounding management's long-term commercialization strategy versus potential buyout opportunities.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is trending as retail and institutional investors pivot from its legacy telecom identity to its emerging role as a critical AI infrastructure and optical networking powerhouse. Community members are actively debating the sustainability of this rally, with many pointing to strategic partnerships and rising demand for data center hardware as catalysts for a long-term structural re-rating.

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<ul class="summary-bullets"><li>Palladyne stated that the ALRRM is capable of exceeding a distance of 350 nautical miles at an unspecified but high altitude.</li><li>This missile can cover this distance at a sustained cruise speed of beyond the required Mach 4.0.</li><li>Palladyne also stated that the ALRRM can deliver a 150-lb warhead air-breathing solid-fuel ramjet.</li></ul>Palladyne AI Corp. (PDYN) on Wednesday announced that its subsidiary has been awarded a contract by the U.S. Navy to develop new air-launched, near-hypersonic, long-range, low-cost missiles.Palladyne’s subsidiary GuideTech will develop the new Air-Launched Rapid Response Missile (ALRRM). The company said that ALRRM is expected to deliver nearly hypersonic speed and long range at a fraction of the cost of other hypersonic weapons.<a href="https://stocktwits.com/symbol/PDYN">Palladyne AI shares</a> were up more than 15% in Wednesday’s pre-market trade. Retail sentiment on Stocktwits around the company trended in the ‘neutral’ territory. PDYN was the second most trending ticker on the platform at the time of writing.<h2 class="st-heading-2">What Is ALRRM Capable Of?</h2>Palladyne stated that the ALRRM is capable of exceeding a distance of 350 nautical miles at an unspecified but high altitude. This missile can cover this distance at a sustained cruise speed of beyond the required Mach 4.0. Palladyne also stated that the ALRRM can deliver a 150 lb warhead air-breathing solid fuel ramjet (SFRJ).“The 2025 National Security Strategy explicitly states that the U.S. must build ‘next-generation missiles with a clear and urgent need for cost-effective, high-performance strike capabilities’ for the U.S. military,” said Palladyne AI CEO Ben Wolff.Wolff added that the ALRRM can deliver on these strategic needs at a fraction of the cost.“We believe there is no other missile currently available to the U.S. military that combines the speed, range, and payload capacity of the ALRRM, at this size and price point — creating a new strike class for 5th gen fighters that is stealth-borne, near-hypersonic, and deep-theater strike,” he added.This comes amid the ongoing Iran war, with the U.S. having incurred over $11 billion in the first week of the conflict. The Trump administration could reportedly seek an additional funding of&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/peter-schiff-warns-debt-risk-trump-seeks-50b-for-iran-war/cZ3EEoORIXe">$50 billion</a> to replenish the weapons stockpile of the U.S.<h2 class="st-heading-2">What Does Palladyne AI Do?</h2>Palladyne AI is a Salt Lake City, Utah-based company developing AI and autonomy solutions, advanced avionics and more for the defense and industrial markets.Earlier this month, the company reported a loss of $0.16 per share on revenue of $1.66 million, while Wall Street expected a loss of $0.14 per share on revenue of $0.81 million, according to Fiscal.ai data.<a href="https://stocktwits.com/symbol/PDYN">PDYN stock</a> is up 59% year-to-date, but down 12% over the past 12 months. The iShares Micro-Cap ETF (IWC) is up 39% over the past 12 months, while the Themes Generative Artificial Intelligence ETF (WISE) is up 1%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/will-fed-consider-rate-hikes-strategist-warns-inflation-worse-amid-iran-war/cZ37Bn2RIgW">Will The Fed Consider Rate Hikes Again? Strategist Warns Inflation Picture Could 'Get A Lot Worse' Amid Iran War</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Palladyne AI Corp. logo is seen displayed on a smartphone screen. 

Palladyne AI Subsidiary Wins US Navy Contract For Developing New Missiles — PDYN Stock Soars Pre-Market

The company said that the Air-Launched Rapid Response Missile is expected to deliver nearly hypersonic speed and long range at a fraction of the cost of other hypersonic weapons.

Equity

<ul class="summary-bullets"><li>Palladyne AI CEO Ben Wolff stated that the company’s capabilities have expanded beyond autonomy software to include advanced avionics, engineering services, a proprietary airframe, and missile development.</li><li>The firm also touted its presence in the space domain, citing its satellite-related development work with the Air Force Research Laboratory.</li><li>The Salt Lake City-based firm stated that it is extending SwarmOS capabilities to integrate communications with space-based systems.</li></ul>Palladyne AI Corp. (PDYN) CEO Ben Wolff on Thursday touted the company’s expanded backlog and deeper defense engagement after its fourth-quarter (Q4) results surpassed Wall Street expectations.“2025 was a year of operational validation that culminated in structural transformation. In November, we completed the acquisitions of GuideTech, Warnke Precision Machining, and MKR Fabricators and launched Palladyne Defense,” Wolff said.<a href="https://stocktwits.com/symbol/PDYN">Palladyne AI shares</a> soared more than 32% in Thursday’s opening trade. Retail sentiment on Stocktwits around the company trended in the ‘extremely bullish’ territory at the time of writing.<h2 class="st-heading-2">Palladyne Doubles Revenue Year-On-Year</h2>Palladyne AI’s revenue in Q4 stood at $1.7 million, more than double the $0.8 million in the year-ago period. Wall Street consensus had also projected a revenue of $0.8 million.The company reported a loss of $0.04 per share, down from a loss of $1.75 per share during the same quarter a year ago, and better than Wall Street’s expectations of a loss of $0.14 per share, according to Fiscal.ai data.Wolff added that the company’s acquisitions during the quarter and the launch of Palladyne Defense expanded its capabilities beyond autonomy software to include advanced avionics, engineering services, proprietary airframe, and missile development.<h2 class="st-heading-2">Palladyne Touts Presence In The Space Domain</h2>Palladyne AI touted its presence in the space domain, citing its satellite-related development work with the Air Force Research Laboratory. The Salt Lake City-based firm stated that it is extending SwarmOS capabilities to integrate communications with space-based systems.The company said its partnership with Portal Space Systems lays the groundwork for future work in collaborative autonomy.For 2026, Palladyne AI guided for revenue to be in the range of $24 million and $27 million, compared to its 2025 revenue of $5.2 million. As of mid-February 2026, the company said its order backlog stood at $18 million over the next 12 to 18 months.<a href="https://stocktwits.com/symbol/PDYN">PDYN stock</a> is up 122% year-to-date and 20% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvda-hood-avgo-bull-stocks-to-watch-dow-futures-decline-iran-war/cZdQY3JRI3c">NVDA, HOOD, AVGO, BULL, RGTI On Traders' Radar Today — Dow Futures Decline As Investors Keep An Eye On Iran War, Jobs Data</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Palladyne AI CEO Touts Expanded Backlog, Deeper Defense Engagement After Q4 Beat Sends PDYN Stock Soaring

Palladyne AI reported a loss of $0.04 per share, down from a loss of $1.75 per share during the same quarter a year ago, and better than Wall Street’s expectations of a loss of $0.14 per share.

<ul class="summary-bullets"><li>The CEO said that apart from providing AI customer service for large Fortune 500 companies, including insurance and healthcare providers, SoundHound was also creating solutions for a single-location merchant.&nbsp;</li><li>Speaking of the company’s latest quarterly earnings results, Mohajer touted SoundHound’s record customer deals closed in the quarter.&nbsp;</li><li>He said the company’s customers were diversified enough, with some providing a big, consistent commitment over many years, and others who provide some revenue upfront, that eventually scales over time.</li></ul>Keyvan Mohajer, co-founder and CEO of conversational intelligence company SoundHound AI, Inc. said that the biggest growth story at the moment is coming from customer service.In an exclusive <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=RxHIFzd4MPU">interview</a> with Stocktwits, Mohajer said that SoundHound AI (SOUN) was prepared with diverse solutions for different sectors.“We are seeing the biggest growth right now in customer service. So agent AI for businesses of all sizes,” he said in the interview. “And that's the area (where) we see unlimited potential.”Explaining further, the CEO said that apart from providing AI customer service for large Fortune 500 companies, including insurance and healthcare providers, the company was also creating solutions for a single-location merchant.“You can be a retail, maybe barbershop, even, you can have your own AI customer service in a matter of minutes. We've prepared different solutions for different sectors,” he said.<h2 class="st-heading-2">Demand And Diversification</h2>Speaking of the company’s latest earnings results, Mohajer touted SoundHound’s record customer deals closed in the quarter.“And that really speaks to the demand for AI and our solutions,” he said. “As people have noted, the software industry, the legacy software industry is disrupted…And these companies need a partner like SoundHound to help them through the transformation.”The CEO also highlighted the company’s diversified customer base as a win. “If you look at three years ago or a little bit before that, (SoundHound) had one or two customers (that) really contributed to the majority of our revenue.” However, in 2025, Mohajer said that no single customer contributed more than 10% to the company’s sales.He said the company’s customers were diversified enough, with some providing big, consistent commitment over many years, and others who provide some revenue upfront, that eventually scales over time.“So we have all sorts of deals, but just what I really want to highlight is that it's so diverse. We are in automotive, we’re in TVs, we're in IoT devices,” he said.<h2 class="st-heading-2">SoundHound Q4 Earnings</h2>SoundHound AI reported fourth-quarter (Q4) <a href="https://stocktwits.com/news-articles/markets/equity/sound-hound-stock-offers-excellent-value-now-why-retail-traders-are-more-bullish-after-q4-earnings/cZTc55MRIRm">earnings</a> results last week, posting a 59% increase in revenue to $55.1 million, beating analysts’ estimates. The company also reported a narrower adjusted net loss in Q4 of $0.02 per share from $0.05, in the same period in the previous year.For the full-year of 2025, revenue nearly doubled to $169 million. For the upcoming year, SoundHound AI has projected revenue between $225 million and $260 million.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/SOUN">SOUN shares</a> was in the ‘extremely bullish’ territory over the past 24 hours amid ‘extremely high’ message volumes. Retail chatter on the platform jumped 134%, according to Stocktwits data from Tuesday morning.Meanwhile, the company’s stock has declined more than 17% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The SoundHound AI appears on a smartphone screen and as a background on a laptop computer screen in this photo illustration.

EXCLUSIVE: SoundHound CEO Keyvan Mohajer Says AI Agents For Businesses Has ‘Unlimited Potential’

In an exclusive interview with Stocktwits, Mohajer said that SoundHound AI was prepared with diverse solutions for different sectors.

<ul class="summary-bullets"><li>The rise in AI applications for hyperscalers and enterprises has intensified the need for high-performance computing, Su said.&nbsp;</li><li>She added that&nbsp;AMD has seen its data center business expand from Q4 into Q1, demonstrating ongoing strength across both CPUs and GPUs.&nbsp;</li><li>AMD reported a Q4 revenue of&nbsp;$10.3 billion and earnings per share of $1.53.</li></ul>Advanced Micro Devices Inc. (AMD) is reportedly poised for a pivotal year in 2026, according to Chair and CEO Lisa Su. She emphasized that the company’s CPU segment continues to perform exceptionally, driving strong growth amid surging demand for artificial intelligence technologies.Speaking to CNBC, Su highlighted that the company’s central processing unit lineup remains a dominant force.<blockquote>“We are going into a big inflection year here in 2026. The CPU business is absolutely on fire.”-Lisa Su, Chair and CEO, AMD&nbsp;</blockquote><h2 class="st-heading-2">AI Growth</h2>The rise in AI applications for hyperscalers and enterprises has intensified the need for high-performance computing, forming the backbone of AMD’s strategy, she added.&nbsp;Su said that typically, the first quarter (Q1) is slower due to seasonal patterns, but AMD has seen its data center business expand from Q4 into Q1, demonstrating ongoing strength across both CPUs and GPUs. This growth underscores the company’s ability to capitalize on rising demand for AI compute and enterprise workloads, even during traditionally quieter periods.<a href="https://stocktwits.com/symbol/AMD">AMD stock</a> traded over 14% lower on Wednesday morning. However, on Stocktwits, retail sentiment around the stock improved to ‘extremely bullish’ from ‘bullish’ territory the previous day. At the same time, message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<h2 class="st-heading-2">Upcoming Product Launches</h2>The CEO emphasized that the AI market is expanding faster than anticipated, and AMD aims to provide a complete compute stack to meet diverse enterprise needs. The MI450 series and Helios systems are positioned as the ideal solutions for organizations scaling AI workloads.Lisa Su’s comments come after the company reported a Q4 revenue of&nbsp;$10.3 billion and earnings per share (EPS) of $1.53, both exceeding the analysts' consensus estimate of $9.67 billion and $1.32, respectively, according to Fsical AI data.&nbsp;AMD said it expects Q1 2026 revenue to come in around $9.8 billion, with a possible swing of $300 million either way, implying a sequential drop of 5%. However, the analysts' consensus estimate stands at $9.37 billion.AMD stock has gained over 74% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/uber-stock-falls-q4-eps-miss-q1-outlook/cZbSCYKR4Zm">UBER Stock Slides After Earnings: EPS Miss Overshadows Strong Revenue Growth</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the AMD (Advanced Micro Devices) logo is seen displayed on a smartphone screen. 

AMD CEO Says 2026 Will Be A Major ‘Inflection Year,’ Fueled By AI-Driven CPU Demand

AMD Stock - Speaking to CNBC, Su highlighted that the company’s central processing unit lineup remains a dominant force.

Speaking to CNBC, Su highlighted that the company’s central processing unit lineup remains a dominant force.


<ul class="summary-bullets"><li>The company also said it is targeting a qualified pipeline of more than $10 billion across AI infrastructure, national systems, and data centers.</li><li>Northland raised the price target on Gorilla Technology to $40 from $35 and maintained an Outperform rating on the shares, as per TheFly.&nbsp;</li><li>Northland said that the pipeline announced by the management reflects "a tidal wave of interest in AI data centers internationally."</li></ul>Gorilla Technology Group Inc. (GRRR) stock was in the spotlight on Thursday after company executives revealed a significant contracted backlog for 2026 at an investor event.Northland raised its price target on Gorilla Technology, citing optimism on the company’s AI data center deployments.Meanwhile, on Stocktwits, retail sentiment on GRRR shares were in the ‘bullish’ territory over the past 24 hours amid ‘high’ message volumes.Shares of GRRR gained over 5% on Thursday at the time of writing.<h2 class="st-heading-2">Management Insights</h2>Gorilla Technology executives told investors at a RedChip Companies <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://d2ghdaxqb194v2.cloudfront.net/2980/199171.pdf">investor event </a>on Jan. 28 that the company entered 2026 with a contracted backlog of more than $100 million, as well as targeting a qualified pipeline of opportunities over $10 billion across AI infrastructure, national systems, and data centers.The company’s Chairman and CEO Jay Chandan reportedly told investors that operational targets for the company involve deploying up to 100 megawatts (MW) by the end of 2026.Chandan also said the company had deployed the first B300 servers for the government of Taiwan last month, referencing the three <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://s3.amazonaws.com/b2icontent.irpass.cc/2980/rl161085.pdf">new projects</a> the company won across public safety, critical infrastructure and environmental protection in the country in Dec. 2025.The CEO also said that the company’s previous announcement about a $1.4 billion data center-related agreement was with a contractor based in Singapore for a project with a phased, multi-site rollout across Indonesia, Thailand, and Malaysia.Management also reiterated the revenue guidance for 2026 at $137 million to $200 million. &nbsp;<h2 class="st-heading-2">Analyst Take</h2>Northland raised the price target on Gorilla Technology to $40 from $35 and maintained an Outperform rating on the shares, as per TheFly.The analyst said that it believes the company's large AI data center deployments are quickly gaining visibility. Northland also added that the pipeline announced by the management reflects "a tidal wave of interest in AI data centers internationally."<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>One bullish user said that it was “incomprehensible” to not have a 100% bullish stance after the company’s webinar.<stembedurl>https://stocktwits.com/NT_Evolve/message/643219534</stembedurl>&nbsp;Another bullish user said any price under $30 is low for the company, and any price under $20 is “highway robbery.” Shares of GRRR were trading at around $15.14 levels at the time of writing.<stembedurl>https://stocktwits.com/Hunnel/message/643299466</stembedurl>&nbsp;A third user predicted a price target of $50 by the end of the year, calling the company ‘undervalued.’<stembedurl>https://stocktwits.com/simoncapital/message/643252359</stembedurl>&nbsp;<a href="https://stocktwits.com/symbol/GRRR">GRRR stock</a> has risen over 8% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/inod-stock-rises-after-innodata-partners-with-palantir/cmyigAxR4Kw">INOD Stock Is Rising Today — What Is Its New Partnership With Palantir About?</a> &nbsp;

In this photo illustration, the Gorilla Technology logo is seen displayed on a smartphone screen. 

GRRR Stock Captures Street And Retail Attention — Here’s Why

Gorilla Technology executives revealed to investors at an investor event that the company entered 2026 with a contracted backlog of more than $100 million. 

Trade War or Not, Specific Industry ETFs Are in Sweet Spots

Trade war jitters rise, but ETFs like MSOS, SILJ, SGDJ, BBC, WISE & CTEX shine on solid fundamentals, offering either safe havens or growth potential.

Shares of Veritone, Inc. (VERI), a provider of artificial intelligence (AI) computing solutions, rallied about 54% in Tuesday’s premarket session, after the company announced new contracts and also preannounced potential third-quarter revenue shortfall.If the after-hours jump carries over into Wednesday’s session,&nbsp;<a href="https://stocktwits.com/symbol/VERI">Veritone stock</a>&nbsp;will be on track to record its best day ever. On Stocktwits, retail sentiment toward the stock flipped to ‘extremely bullish’ (76/100) as of late Tuesday from ‘bearish’ the day before. The message volume spiked to ‘extremely high’ levels.<figure class="image"><img style="aspect-ratio:621/56;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_14_at_10_48_21_PM_png_94b26160eb.webp" alt="Screenshot 2025-10-14 at 10.48.21 PM.png" width="621" height="56"><figcaption>VERI sentiment and message volume as of 10:45 p.m. ET, Oct. 14 | source: Stocktwits</figcaption></figure>The Irvine, California-based company said it has secured major contract wins to deploy its Veritone Data Refinery (VDR) product offering with leading hyperscalers. Data refining is the process of making data more accurate, consistent and useful for analysis and decision making.&nbsp;In a statement, the company said, “These partnerships underscore Veritone’s accelerated momentum in enabling the largest enterprises and model developers to transform proprietary, unstructured data into actionable, license-ready intelligence that fuels cognitive and generative AI development.”With the recent VDR contracts, the company’s near-term VDR pipeline and recent bookings totaled $40 million, a 100% increase from August. The contracts include those from both commercial and public-sector customers.CEO Ryan Steelberg said, “We’re proud to see the industry increasingly recognize Veritone as a trusted partner for the unstructured training data ecosystem, and we are firmly on track to have formalized partnerships with nearly every major hyperscaler by the end of 2025.”The company also announced preliminary third-quarter results, expecting an adjusted loss of $5.5 million to $6 million,&nbsp;lower than the guidance for an adjusted loss of $6.5 million to $6 million it issued in early August. The company expects revenue of $28.5 million to $28.7 million versus the previous guidance of $28 million to $30 million. Analysts, on average, expect the topline to come in at $28.7, according to Fiscal.ai.Veritone stock was among the top five trending equity tickers on Stocktwits as of late Tuesday.A bullish user said the fair price for the stock after the contract wins is $30. It ended Tuesday’s session up 4.40% at $5.46.<stembedurl>https://stocktwits.com/Alalamy/message/632348164</stembedurl>Another user pointed to a stock price target hike and urged fellow retail traders to “hold for the long term.”<stembedurl>https://stocktwits.com/Daebak64/message/632347524</stembedurl>The stock has climbed about 67% this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-plans-to-make-smart-home-devices-in-vietnam-report/ch6niNER3Z9">Apple Plans To Make Smart Home Devices In Vietnam, Breaking Tradition Of China-First Manufacturing: Report</a>

Rising chart and reflection of business buildings: stock photo courtesy of Yuichiro Chino via Getty Images

Why Veritone Stock Skyrocketed In After-Hours Trading Today

With the recent VDR contracts, the company’s near-term VDR pipeline and recent bookings totaled $40 million, a 100% increase from August.

BigBear.ai (BBAI) on Friday launched a cargo security system in partnership with Narval Holding Corp., with an aim to enhance cargo transparency and counter illegal trade across global shipping routes.The rollout will begin in Panama, a strategic location due to its control of the Panama Canal, which connects the Pacific and Atlantic Oceans. The company’s new AI-powered solution is designed to strengthen the supply chain in cargo transport using biometric identification and real-time tracking.<a target="_blank" rel="noopener noreferrer nofollow" href="http://bigbear.ai">BigBear.ai</a> stock traded over 2% lower on Monday morning. However, on Stocktwits, retail sentiment toward the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:958/115;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_15_100122_png_5a07f2264c.webp" alt="BBAI’s Sentiment Meter and Message Volume as of 09:45 a.m. ET on Aug. 15, 2025 | Source: Stocktwits" width="958" height="115"><figcaption>BBAI’s Sentiment Meter and Message Volume as of 09:45 a.m. ET on Aug. 15, 2025 | Source: Stocktwits</figcaption></figure>Bullish users expressed optimism about the initiative’s ‘worldwide’ potential.<stembedurl>https://stocktwits.com/bugler1/message/625326212</stembedurl><stembedurl>https://stocktwits.com/bchap74/message/625329325</stembedurl>Following its initial deployment in Panama, the companies plan to expand the technology across Latin America and other global high-traffic shipping regions.&nbsp;“By partnering with Narval Holding Corp. in Panama–a critical gateway for global trade–we will deliver an AI-driven solution to strengthen cargo security today, while laying the foundation for broader regional adoption and collaborations with the international shipping lines,” said&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="http://bigbear.ai">BigBear.ai</a> CEO, Kevin McAleenan.The initiative will be carried out through Narval’s subsidiary, International Shipping Compliance, S.A. (ISC). This next-generation platform integrates live tracking, biometric verification, and centralized data management to create a more secure and visible cargo journey.&nbsp;Logistics operators can use the system’s control center to access vehicle, driver, and cargo data in real time. The technology is also positioned to support law enforcement efforts to identify and intercept smuggling activities along major shipping corridors.BigBear.ai stock has gained 30% year-to-date and over 348% in the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-applied-materials-stock-plummet-14-percent/chsPqYoRdfj">Why Did Applied Materials Stock Plummet 14% Premarket Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The BigBear.ai Holdings Inc logo appears on a smartphone screen and as a background on a laptop screen in this photo illustration in Athens, Greece.

BigBear.ai Launches AI-Powered Cargo Security In Panama Canal Region: Retail Pins Hope On ‘Worldwide’ Expansion

The company’s new AI-powered solution is designed to strengthen the supply chain in cargo transport using biometric identification and real-time tracking.

ETFs in Focus on Intel's Disappointing Q2 Results, Upbeat View 

INTC slumps after Q2 miss despite strong guidance. ETFs like FEPI, VLUE, SOXX and SOXQ are most exposed to the chipmaker's next move.

Shares of QuickLogic (QUIK) climbed over 8% on Tuesday after the fabless logic chipmaker, which also offers endpoint artificial intelligence (AI) solutions, announced that it joined the newly launched Intel (INTC) Foundry Chiplet alliance.&nbsp;The upside was accompanied by above-average volume.&nbsp;The alliance, part of the Intel Foundry Accelerator Alliance program, brings together partners with proven chipset expertise to create a secure, standards-based ecosystem that spans the entire chipset supply chain.While announcing the alliance in late April, Intel said the partnership will initially focus on defining and driving infrastructure on advanced technology for government applications and key commercial markets.Among the benefits to the alliance partners are early visibility and technical access to the Intel Foundry process and advanced packaging roadmaps, as well as participation in multi-project-wafer (MPW) shuttles that shorten prototype cycles and reduce cost.QuickLogic said it will also serve as a “forum to help define interoperable infrastructure — leveraging the Universal Chiplet Interconnect Express (UCIe) standard — to meet stringent security and reliability requirements.”Amid the development, the message volume on the QuickLogic Stocktwits stream spiked. The 24-hour message volume change up till late Tuesday was 2,300%.Sentiment toward&nbsp;<a href="https://stocktwits.com/symbol/QUIK">QuickLogic stock</a> also improved to ‘bullish’ (67/100) by late Tuesday, versus ‘neutral’ a day ago.<figure class="image"><img style="aspect-ratio:620/52;" src="https://news.stocktwits-cdn.com/Screenshot_2025_06_11_at_3_29_06_AM_png_4578ae8c5d.webp" alt="Screenshot 2025-06-11 at 3.29.06 AM.png" width="620" height="52"><figcaption>QUIK sentiment and message volume as of 3:29 a.m. ET, June 11 | source: Stocktwits</figcaption></figure>A bullish watcher expected a short-squeeze rally. Koyfin data showed over 2 million were shorted, with the short interest at 12.9%.<stembedurl>https://stocktwits.com/JoeAlerts/message/617427916</stembedurl>Another user flagged the stock to fellow retailers, stating that the setup continued to provide opportunities.<stembedurl>https://stocktwits.com/topstockalerts/message/617427711</stembedurl>QuickLogic stock is down over 40% year-to-date. The Koyfin-compiled consensus price target for the stock is $10, suggesting over 36% upside potential from Tuesday’s close.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/hot-or-not-here-s-what-stocktwits-users-predict-for-may-cpi/chlajEeRbCO">‘Hot Or Not:’ Here’s What Stocktwits Users Predict For May CPI Inflation Print</a>

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QuickLogic Retail Buzz Grows Louder After Micro-Cap Chipmaker Joins Intel Alliance

The benefits to the alliance partners are early visibility and technical access to Intel Foundry process and advanced-packaging roadmaps, as well as participation in multi-project-wafer shuttles that shorten prototype cycles and reduce cost.

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